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Staff view →
Daily Snapshot LIVE
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Net Sales (excl. tax & scratch)
Discounts
Returns
Fees
Top 5 Items Today
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Monthly Summary
Total Net Sales
Total Purchase
Tax Collected
Excluded from net
Profit Margin
(Net − Purchase) ÷ Net
Avg Daily Sale
📈
Est. Monthly Sale
Avg daily sale × days in month
📦
Est. Monthly Purchase
Avg daily purchase × days in month
📅
Days Reported
Discounts
Returns
Scratch Lotto
Top 5 categories this month
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Pending Payments
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Category Tracker
Top 5 from Square — actual vs estimated this month
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Daily Net Sales — This Week
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Low Inventory
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DateStatusNet SalesScratch SoldLottery NetPayoutsSafe DropBank DepositBy
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Item name ABS code Category Sell price Cost Margin Inventory Vendor Status
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County information
Store information (Square POS)
DateItemABS CodeFieldOld valueNew valueChange %
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Beer deadline: Wednesday 11am  |  Wine deadline: Friday 11am  |  Beer delivery: Thursday  |  Wine delivery: Monday
Upload Square exports
Current inventory
Square → Reports → Inventory
Click to upload CSV
Month-to-date sales
Square → Reports → Sales
Click to upload CSV
Last 7 days sales
Square → Reports → Sales (7d)
Click to upload CSV
Last year same month
Square → Reports → Sales (LY)
Click to upload CSV
Holiday sales optional
Last year holiday week
Click to upload CSV
OrderTypeDateDeliveryStatusItemsEst. Cost
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Store info
Square integration
Import CSV from Square
Export Category Sales or Item Sales from Square dashboard → upload here. Any date range works — re-importing same dates overwrites.
Category Sales CSV
Item Sales CSV
Catalog sync
Pull all categories and items — run after catalog changes in Square
Order sync (daily totals)
Pull daily net sales — nightly sync runs at 2am EST automatically